Paul Mershon's Location

Scottsdale, AZ, US

Paul Mershon's Work

Paul Mershon's Education

  • College for Financial Planning

    CFP (Concepts in Financial and Tax Planning)

    1983 - 1985
  • University of Minnesota

    BSB (Business and Finance)

    1973 - 1978

Paul Mershon's Skills

  • ESOP
  • Succession Planning
  • Estate Planning
  • Financial Planning
  • Asset Protection
  • Wealth
  • Captives
  • Strategic Financial Planning
  • Investments
  • Financial Planners

Paul Mershon's Summary

Paul Mershon, based in Scottsdale, AZ, US, is currently a Founding Partner at Silverhawk Private Wealth, bringing experience from previous roles at Resource Financial Group and North Star Resource Group. Paul Mershon holds a 1983 - 1985 CFP in Concepts in Financial and Tax Planning @ College for Financial Planning. With a robust skill set that includes ESOP, Succession Planning, Estate Planning, Financial Planning, Asset Protection and more, Paul Mershon contributes valuable insights to the industry. Paul Mershon has 2 emails and 1 mobile phone number on RocketReach.
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